Pricing & Features
With Eqvista, you will be able to effectively manage your company with our cap table software and leading valuation services.
The most powerful share management platform on the market
It is all about the shares – this is how we have developed our Eqvista platform.
Freemium
Free for up to 20 shareholders
- No credit card required
- You can upgrade your plan to Premium at any time to unlock all features
- Unlimited Companies
- Up to 3 users under one company
- Easily see & manage your cap table
- Manage Convertible Note, KISS, SAFE recording, Issue options
- Equity Plan Management
- Manage Employee Stock Options (ESO)
- Set a Vesting of ESO
- Secondary Stock Transaction
Premium
Unlimited shareholders
- Payment according to the number of added shareholders – $2 per shareholder monthly
- All features of Freemium and more
- Unlimited Companies & Users
- Easily see & manage your cap table
- Certificates – e-sign all of your grants
- Compliance Services (ASC 718, Form 3921 and 83(b) Election)
- Waterfall Analysis
- Financing Rounds Modeling
- Spreadsheet Feature
- Your Cap Table One-time Setup
Enterprise
Cap Table + 409a valuation starts at $160
- All features of Premium
- FREE Cap Table Setup (Value $350)
- Annual Corporate Filings (provided by our partner – IncParadise)
- Unlimited 409a valuations*
- Under 30 – $160/month
- Under 60 – $200/month
- Under 100 – $275/month
- Under 200 – $360/month
- 200+ – By Quotation
*Within the subscription year, receive multiple 409a valuations for your company as a 409a refresh.
In case your company goes through a material event, consult our specialists for more details.
Enterprise package is not available for LLCs.
UNLIMITED 409A VALUATION STARTING AT $990
Our valuation experts will handle your 409A valuation in an effective and audit ready way.
We provide unlimited 409a valuations for 12 months for our clients.
STARTUP
$990/yearFunded
$1,290/yearSeries A
$2,290/yearSeries B
$3,290/yearCustom
By QuotationOur 409a valuation pricing tiers are based by funding rounds, but may vary depending on other factors including: total revenue, number of employees and capital structure. e.g. A closely held company with sales of $5 million, 50 staff, and no previous funding, may be equivalent to a Series B company. Tell our staff more information for an accurate quotation.
If you’re interested in getting a 409A, please feel free to contact us.
Other valuation services we offer
We offer different valuation services that cater to our clients’ needs. Aside from this, we provide hassle-free IRS filing services for your business.
Investment Valuation
Get your Investment Valuation performed by Eqvista, one of the leading and expert business valuation providers.
Startup Valuation
Get a pre-money valuation for your startup within minutes. Perfect for small companies looking for a quick valuation.
YOUR CAP TABLE ONE-TIME SET UP & ONGOING SUPPORT
Set up your company’s profile seamlessly with our one-time setup for free for all Premium accounts. The Eqvista staff can assist you with setting the whole history of your company’s cap table and data to Eqvista’s platform, allowing you to benefit from the most advanced cap table management platform available.
Switch from the current captable provider to Eqvista
If you are already on an equity management platform and want to bring all of your data to Eqvista, We will onboard you for free!
NOTE: We offer refunds to customers who are dissatisfied with our services. 30 day money back guarantee. Our refund policy does not include 409a valuations.
Interested in issuing & managing shares?
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!